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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2006 | 12/2025 |
| Mlm Financial Group | Burlington | MA | 02/2006 | 12/2025 |
| Lpl Financial Llc | Lowell | MA | 12/2025 | Present |
| Rockland Trust Company | Lowell | MA | 12/2025 | Present |
1- 01/16/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name RT Investment Services - Investment Related - At Reported Business Location(s) - Start Date 12/26/2025 - 80 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-03 |
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